Portfolio Construction
Future Fund’s Raphael Arndt: Portfolio of the future
Raphael Arndt sees a time on the not-too-distant horizon when the assumptions that have shaped investment strategy will no longer hold true.
Alice UribeJanuary 7, 2019
Portfolio Construction
Portfolio Construction
Total-portfolio works best when it’s the real thing
Total-portfolio strategies can provide a more clear view of how assets interact within a fund – provided managers adhere to mandates .
Rachel AlembakisJanuary 2, 2019
Portfolio Construction
Portfolio construction around themes not sectors
Narratives and themes should replace GICS sectors and asset classes as the basis for building portfolios, Newton’s Curt Custard has said.
Rachel AlembakisOctober 8, 2018
Portfolio Construction
Don’t risk your reputation, check your portfolio
In this Q&A, First State Super head of corporate affairs Michael Baldwin has guidance for those looking to spread their fund's good name.
Alice UribeSeptember 6, 2018
Portfolio Construction
Portfolio managers pressed as diversifiers move in step
Optimisation models are looking underwhelming as equities and typically uncorrelated assets keep rising together, Cambridge Associates says.
Meredith BoothAugust 28, 2018
Portfolio Construction
Portfolio complexity can hurt performance and culture
Clearing complexity out of a portfolio is particularly challenging in tough markets but it pays off in more ways than one.
Jean-Paul PelosiJune 1, 2018
Portfolio Construction
Finance students run real share portfolio
Sydney University business school is now replicating a real-world investment management firm on campus. Profits help pay for scholarships.
Jean-Paul PelosiMay 18, 2018
Portfolio Construction
REI to adjust pension portfolios based on age
REI will use a new strategy for pension members that splits their accounts across balanced and cash options in line with their age.
Jean-Paul PelosiMay 2, 2018
Portfolio Construction
OFI portfolio manager sees bright days ahead for equities
OFI Global portfolio manager John Delano has tipped easing of regulations and tightening monetary policy to boost world sharemarkets.
Sally Rose and Stella MatthewsNovember 30, 2017
